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iShares Russell Mid-Cap ETF

1,234 hedge funds and large institutions have $27.4B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 417 increasing their positions, 414 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
-15
Holders Change %
-1.2%
% of All Funds
17.95%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
0.95%
New
80
Increased
417
Reduced
414
Closed
79
Calls
$6.97M
Puts
$1.14M
Net Calls
+$5.83M
Net Calls Change
-$5.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
926
Clayton Financial Group
Missouri
$313K +$84K +999 +37%
ICM
927
IMS Capital Management
Oregon
$312K
KCPG
928
Kavar Capital Partners Group
Kansas
$312K +$13.3K +164 +4%
UL
929
Unionview LLC
Washington
$312K +$730 +9 +0.2%
RZH
930
Relyea Zuckerberg Hanson
Connecticut
$311K +$81 +1 +0%
PPW
931
PACK Private Wealth
Minnesota
$310K
FA
932
Financial Alternatives
California
$309K
EWM
933
Evermay Wealth Management
Virginia
$307K
SWA
934
Sax Wealth Advisors
New Jersey
$304K +$8.92K +110 +3%
First Manhattan
935
First Manhattan
New York
$299K
UCB
936
United Community Bank
South Carolina
$298K
MCCP
937
Mission Creek Capital Partners
California
$298K
FEG
938
Fund Evaluation Group
Ohio
$298K
DA
939
Detalus Advisors
Missouri
$297K +$24.5K +302 +9%
KWA
940
Kingswood Wealth Advisors
California
$295K +$45.8K +565 +18%
PCM
941
Poehling Capital Management
Wisconsin
$291K
AEPWM
942
Atlantic Edge Private Wealth Management
Florida
$291K
ATC
943
Adirondack Trust Company
New York
$289K +$973 +12 +0.3%
BCM
944
Beaumont Capital Management
Massachusetts
$289K +$289K +3,567 New
CW
945
CreativeOne Wealth
Kansas
$289K +$289K +3,564 New
TRIA
946
Trail Ridge Investment Advisors
Colorado
$289K +$10.5K +129 +4%
FFA
947
Fragasso Financial Advisors
Pennsylvania
$289K -$12.4K -153 -4%
DSN
948
D. Scott Neal
Kentucky
$289K
PIFP
949
Partners in Financial Planning
Virginia
$288K +$568 +7 +0.2%
VFG
950
Victory Financial Group
Texas
$287K